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243 hedge funds and large institutions have $1.4B invested in Appian in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 50 increasing their positions, 91 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $43.9M | Put options by funds: $23.5M

3.56% more ownership

Funds ownership: 68.59%72.15% (+3.6%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

10% less funds holding

Funds holding: 269243 (-26)

18% less capital invested

Capital invested by funds: $1.7B → $1.4B (-$307M)

39% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 51

45% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 91

Holders
243
Holders Change
-26
Holders Change %
-9.67%
% of All Funds
4.09%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
31
Increased
50
Reduced
91
Closed
51
Calls
$43.9M
Puts
$23.5M
Net Calls
+$20.4M
Net Calls Change
+$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
126
Zurich Cantonal Bank
Switzerland
$198K
PI
127
PEAK6 Investments
Illinois
$188K +$199K +3,965 New
CIA
128
Capital Impact Advisors
Massachusetts
$185K +$196K +3,907 New
Royal Bank of Canada
129
Royal Bank of Canada
Ontario, Canada
$160K -$124K -2,466 -42%
US Bancorp
130
US Bancorp
Minnesota
$151K -$133K -2,646 -45%
AFG
131
Albion Financial Group
Utah
$150K -$45.3K -902 -22%
AIP
132
Ameritas Investment Partners
Nebraska
$150K
SAM
133
Shell Asset Management
Netherlands
$139K +$201 +4 +0.1%
Allspring Global Investments
134
Allspring Global Investments
North Carolina
$131K -$807K -16,057 -85%
MLICM
135
Metropolitan Life Insurance Company (MetLife)
New York
$120K
BWP
136
Baldwin Wealth Partners
Massachusetts
$114K -$25.1K -500 -17%
APA
137
American Portfolios Advisors
New York
$105K
Parallax Volatility Advisers
138
Parallax Volatility Advisers
California
$102K +$108K +2,148 New
Fifth Third Bancorp
139
Fifth Third Bancorp
Ohio
$99K -$2.51K -50 -2%
NFSG
140
Newbridge Financial Services Group
Florida
$97K -$40.5K -805 -28%
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$89K -$31.6K -629 -25%
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$87K -$21.2K -422 -19%
CCM
143
Cribstone Capital Management
Maine
$85K
Canada Pension Plan Investment Board
144
Canada Pension Plan Investment Board
Ontario, Canada
$84K -$101K -2,000 -53%
Amundi
145
Amundi
France
$77K
TCWM
146
Total Clarity Wealth Management
Illinois
$74K +$79.1K +1,573 New
TRCT
147
Tower Research Capital (TRC)
New York
$56K +$35.8K +713 +151%
Rockefeller Capital Management
148
Rockefeller Capital Management
New York
$47K -$13.8K -274 -21%
Nisa Investment Advisors
149
Nisa Investment Advisors
Missouri
$47K -$503 -10 -1%
CAPTRUST Financial Advisors
150
CAPTRUST Financial Advisors
North Carolina
$47K +$3.57K +71 +8%

APPN Hedge Fund Activity: Q2 2022 in Review

243 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Appian (APPN) for Q2 2022, worth a combined $1.4B — down 18% from $1.7B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of APPN and 31 opened new positions — a net loss of 20 holders — while 91 trimmed existing stakes and 50 added.

The largest buyer was Abdiel Capital Advisors, adding an estimated $119M. The largest seller was Mitsubishi UFJ Trust & Banking, exiting entirely with an estimated $10.2M sold.

  • 243 institutional investors held Appian (APPN) as of Q2 2022, down from 269 in Q1 2022.
  • Funds reported $1.4B of Appian stock for Q2 2022, down 18% quarter-over-quarter.
  • 31 funds opened new Appian positions in Q2 2022 and 51 closed out, a net change of -20 holders.
  • The largest Appian buyer in Q2 2022 was Abdiel Capital Advisors, an estimated $119M added.
  • The largest Appian seller in Q2 2022 was Mitsubishi UFJ Trust & Banking, an estimated $10.2M sold.

Based on aggregated 13F filings for Q2 2022.